Era Context MCP for AI agents
Agents read Era Context MCP at once. Changes and sends are held for a person's approval by default.
About Era Context MCP
Era Context MCP lets authorized agents analyze personal finances, manage financial context, and perform approved account, transaction, knowledge, connection, and billing workflows.
What an agent can do in Era Context MCP
Every Era Context MCP action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Era Context MCP without asking first. 25 actions.
- Accounts check account balanceGet the current and available balance for a specific account, including credit limit if applicable. Requires an account_group_key from accounts__list_financial_accounts. Use when the user asks about a
- Accounts list financial accountsList all linked bank accounts, credit cards, and investment accounts with current and available balances. Use this when the user asks about their accounts, which banks they use, or when you need an ac
- Billing get current planGet the user's current subscription plan, tier, usage against meter limits, and what the next tier up would unlock. Use for questions like 'what plan am I on?', 'how many API calls do I have left?', o
- Billing list paymentsList the user's past invoices — what they were charged, when, for which service period, and whether each was paid. Use for 'what have I been charged?', 'when was I last billed?', or 'show me my receip
- Billing list plansList all available subscription plans with pricing, billing periods, feature comparisons relative to the user's current tier, and free trial eligibility. Use for questions like 'what plans are availab
- Billing list subscriptionsList what the user is actually being charged for right now, read live from Stripe, broken down by individual line item. Use for 'what am I paying for?', 'when does my subscription renew?', 'how much i
- Connections list connectionsList every one of the user's connections with an honest, provider-agnostic status for each: whether it is healthy, syncing with no data yet, needs reconnecting, is currently disconnected, or one of se
- Help get helpGet contextual help and onboarding guidance for Era Context. Use when the user asks how to use the platform, what capabilities are available, how to get started, how to connect accounts, what they can
- Insights analyze spendingBreak down spending by category, merchant, account, week, or month. Each group carries amount, percent of total, and transaction count. Every amount carries its own currency_code, and groups are forme
- Insights compare spending periodsCompare spending between any two time periods side-by-side with pre-computed deltas and percentage changes. Group comparisons by category, merchant, or total. Use for questions like 'am I spending mor
- Insights forecast spendingEstimate how much the user will spend by the end of the current period based on their spending pace so far. Returns: projected end-of-period total, daily spending rate, category-level breakdown with p
- Insights get cash flowAnalyze income, spending, and net cash flow over multiple weeks or months (up to 12 periods) with computed averages. Use for trend questions like 'am I saving more than last quarter?', 'how has my spe
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- Insights get daily category spendingGet a per-day, per-category spending breakdown for a calendar month. Returns one row per day-and-category combination with the spending amount, transaction count, and the user's category display name,
- Insights get daily financial summaryGet daily financial calendar for a month. Returns spending, income, bills/recurrences, and net per day, plus month totals and prior-month comparisons. Totals are broken down per currency (keyed by ISO
- Knowledge get financial context and overviewLoad the user's profile, complete financial snapshot (all account balances, net worth, this month vs. last month income/spending/net, top 5 spending categories), known facts, goals, preferences, and p
- Knowledge get pending questionsGet the next onboarding questions to ask the user. Returns an ordered list of pending questions with each question's slug, display text, answer type, category, constraints, and a suggested_presentatio
- Knowledge recall historyGet the version history of a specific fact about the user. Returns all versions of the assertion including supersessions, retractions, and confirmations. Use this when the user asks how a fact has cha
- Knowledge show question uiPresent an onboarding question using a visual input control (slider, date picker, multi-select checklist, etc.). Best for answer types that benefit from structured widgets: numeric, date, money, multi
- Nurture get my statusGet the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns they are currently enrolled in, their progress through each, and whether they have unsubscribed. Use for que
- Referral get referral linkGet the user's referral link if they are enrolled in the referral program. Returns the shareable referral URL and affiliate ID for enrolled users, or indicates the user is not yet enrolled. Users must
- Referral get referral statsGet the user's referral performance statistics: visitors, conversions, earned commissions, and pending commissions. Use when the user asks about referral earnings, conversion rates, or how their refer
- Transactions list recurring chargesList detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent, utilities), and regular income (salary, freelance) — with estimated monthly amounts, frequency, and last-seen date
- Transactions list spending categoriesList all available spending categories organized in a parent/child hierarchy (e.g., 'Daily living' contains 'Groceries', 'Dining out', etc.). Each category has a unique key (the key field) that you MU
- Transactions list transactionsList recent transactions with pagination, optionally filtered by account and date range. Returns merchant name, amount, category, and pending status for each transaction, plus line_items for a transac
- Transactions search transactionsSearch and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit). Returns matching transactions with total count and sum — no arithmetic needed. sum
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 24 actions.
- Accounts manage accountManage financial accounts in the user's universe — both manually tracked accounts and accounts synced from a connected banking provider. Actions: 'create' a new manual account (manual only), 'update'
- Accounts set account visibilitySet the visibility of a single financial account. Pass visible=true to show an account or visible=false to hide it. Hidden accounts are excluded from analytics and summaries. Use accounts__list_financ
- Accounts toggle balance backfillToggle balance backfill for an account group. When enabled, balances are derived from cumulative transaction history rather than relying solely on explicit balance snapshots. This is useful for accoun
- Billing cancel subscriptionInitiate subscription cancellation. This is a three-path retention gate. Step 1: Call WITHOUT a confirmation_key — the tool returns a retention offer with a 50% discount coupon for the next billing cy
- Billing uncancel subscriptionUn-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two mutually exclusive expressions Stripe stores one in: the cancel_at_period_end flag, or a concrete cancel_a
- Billing upgradeStart a subscription upgrade or plan change. Returns either a confirmation that the change was applied immediately (for existing subscribers changing tiers) or a secure checkout URL the user must visi
- Connections connect bank accountInitiate a bank account connection flow. Opens a secure connection page that the user interacts with to link their bank account. Optionally accepts a connection_id to reconnect an existing connection
- Connections disconnect institutionPermanently disconnect a bank institution. This is a DESTRUCTIVE, IRREVERSIBLE operation that severs the link to the financial institution and stops all future data syncs. All accounts associated with
- Connections set proactive sync modeRecord whether Era may proactively ask a bank connection's provider for fresh data on its own schedule. Set mode='disabled' when the user wants Era to stop reaching out to that bank between their own
- Connections trigger connection resyncTrigger an on-demand data resync for a bank connection. This fetches the latest transaction and balance data from supported banks — most major institutions support on-demand refresh, though it may tak
- Knowledge confirm or reject inferenceConfirm or reject a fact that was inferred by the system. Use 'confirm' when the user agrees with an inferred assertion (upgrades confidence to 'confirmed'). Use 'reject' when the user disagrees -- op
- Knowledge defer questionSkip or snooze an onboarding question. Use 'skip' when the user declines to answer a question (it may be re-surfaced later by the flow engine). Use 'snooze' when the user wants to defer the question f
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- Knowledge forgetRetract or delete a previously recorded fact about the user. Use this when the user asks to forget or remove a specific piece of information. The assertion is marked as retracted (not physically delet
- Knowledge rememberRecord a fact, preference, goal, or observation about the user. Persistent across sessions and shared with all connected agents. Two modes: (1) prompted -- supply the slug and answer from knowledge__g
- Knowledge reset pack questionsWarning: this cannot be undone — only call when you have high confidence the user wants to reset and re-surface all previously skipped or snoozed questions. This operation reverts all Skipped and Snoo
- Nurture set subscriptionSubscribe the caller to, or unsubscribe them from, a nurture (lifecycle email) campaign. Takes effect immediately — no confirmation step, and always reversible by calling this tool again with the oppo
- Referral join referral programJoin the referral program by creating a Rewardful affiliate for the authenticated user. Returns the shareable referral URL and affiliate ID on success. Use when the user wants to start referring other
- Referral switch referral campaignMove the user's referral programme onto a different track. Rewardful allows one affiliate per email, so this reassigns their existing affiliate rather than creating a second one — the user must alread
- Transactions import csv transactionsImport transactions from inline CSV text into a manual account. Supports auto-detection of common formats or explicit format hints. Partial-success semantics: rows that fail validation are reported in
- Transactions manage categoriesCreate, rename, hide, unhide, delete, or merge spending categories. Display mutations (rename, emoji, description, spending type) of system categories are free on all plans. Custom category limits per
- Transactions manage manual transactionBatch-manage transactions on a manually tracked account. Send an array of operations (create, update, delete) in a single call — ideal for bulk imports. All operations share one account_group_key. Onc
- Transactions manage transaction tagsCreate, list, update, or delete tags, and attach or detach them from transactions. Tags are custom labels the user attaches to transactions for organizing expenses by project, trip, goal, or any perso
- Transactions manage transfer linksList, confirm, or reject detected transfer links between the user's accounts. Transfer links are automatically detected when matching debit/credit transactions appear across different accounts (exact
- Transactions update transactionsUpdate the category, merchant name, description, or review status on one or more transactions. The user's changes take priority over automatically detected values. BEFORE calling: use transactions__li
Changes wait in Needs you
Changes and sends in Era Context MCP are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Era Context MCP questions
Can an agent change data in Era Context MCP on its own?
Not by default. Changes and sends in Era Context MCP are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Era Context MCP?
This connector lists 25 read actions. Reads run at once, without waiting for approval.
How does Era Context MCP connect?
It connects with dcr oauth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.